Morningstar jumps into PEPs market with ESG plan
Morningstar and Plan Administrators Inc. are planning to launch the pooled employer plan early next year, pending a final rule on environmental, social and governance factors from the Department of Labor.
Morningstar Investment Management is putting its name on a PEP, one that it says will be the first ESG-specific product for that plan type, the company announced today.
The massive ratings, research and financial services firm is partnering on the pooled employer plan with a record keeper, Plan A
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